Account Manager

This is a remote position. (US)

Description:

The Account Manager’s role is to act as the main client-facing representative of Hyperspect and manage the entire relationship. You will act as their point of contact and liaison from their team to ours.

Main responsibilities:

Onboard new clients in a high quality way

• Hold 2-3 guided onboarding sessions with each client to get them up to speed on process
• Coordinate asset turnover from client (messaging, suppression lists, marketing collateral, CRM integration keys)
• Coordinate internal team to kick off the first client project and make sure everyone has what they need to launch the project

Develop the Account Plan

• Work with the Campaign Strategist to fill out the client’s quarterly account plan with milestones, campaigns, campaign launch dates, and other material

Coordinate ongoing requests with internal project team members

• Project manage all client campaigns with internal team members (infrastructure, copy, campaigns, lists)
• Keep ClickUp spotless and up-to-date with current statuses, assignees, start and due dates
• Relentlessly follow up with both the client and the team for outstanding deliverables to drive all internal projects forward
• Respond to client requests and ensure timely delivery

Interview successful clients and create Case Studies based on their responses

• Request permission from successful clients and interview them about their experience
• Coordinate the creation of case studies internally for marketing purposes

Upsell existing customers on higher levels of service

• Identify opportunities for upsell, cross-sell, and other ways to maximize revenue from existing clients

Conduct ongoing performance reviews with the client

• Hold weekly status calls and walk the client through their Performance Reporting dashboard
• Hold Monthly Performance Reviews to identify areas where we need to adjust the campaign strategy
• Hold Quarterly Reviews to gauge progress, cost per lead, and other longer-scale metrics with the client
• Work with the Campaign Strategist and other team members to coordinate creating and delivering the various materials involved in these reviews.

Requirements

Qualifications:

• 1-3 years of proven experience in project management and account management in a service-based business
• S. or Canada-based
• Fluent English
• Excellent client-facing and internal communication skills.
• Excellent written and verbal communication skills.
• Excellent organizational skills, including attention to detail and multitasking.
• Strong problem-solving abilities and a hands-on attitude.
• Ability to manage complex projects and multi-task
• Customer-oriented approach.
• Strong decision-making abilities and strategic planning skills.
• Sound knowledge of performance reporting
• Strong working knowledge of ClickUp
• Preferred: previous experience in a project management role for technical / development projects or a project management role for a lead generation agency.
• Preferred: knowledge of lead generation, sales & revenue operations, outbound sales, and cold email outreach.

Personal Attributes:

• Proactive, with an innate ability to work well under pressure.
• Innovative mindset for making suggestions to improve our internal processes
• Able to motivate and encourage the team to hit client goals and performance targets
• Demonstrate a strong sense of integrity and a commitment to ethical business practices.
• A dynamic and innovative approach to problem-solving and business improvements.
• Emphasis on relationship building

Tagged as: Marketing, Sales